+500.0%
APP vs ENPH
-81.7%
+581.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.7% | +11.6% | +10.2% |
| 7D | +71.2% | +11.0% | +60.2% | +66.3% |
| 30D | +39.1% | -15.0% | +54.1% | +42.7% |
| 3M | +16.5% | -28.2% | +44.8% | +23.6% |
| 6M | -16.6% | -20.5% | +3.9% | -15.7% |
| YTD | -41.9% | -11.2% | -30.8% | -46.1% |
| 1Y | -37.0% | -8.7% | -28.4% | -42.0% |
| 3Y | +892.4% | -63.6% | +956.0% | +895.2% |
| 5Y | +297.3% | -88.0% | +385.3% | +443.7% |
| All | +500.0% | -81.7% | +581.7% | +575.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ENPH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling